Lee Financial’s Interactive Brokers IBKR Stock Holding History

Lee Financial’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4	Closed	–	–	574
2018 Q2	$0	Sell	4 -276	-99%	-$5K	﹤0.01%	804
2018 Q1	$5K	Buy	+280	New	+$4.63K	﹤0.01%	617

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lee Financial's IBKR Position: Q3 2018 in Review

Lee Financial sold out of Interactive Brokers (IBKR) in Q3 2018, closing a stake of 4 shares.

Lee Financial first reported a position in IBKR in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 269 funds tracked by Wall St. Rank hold IBKR as of Q3 2018.

Lee Financial reported no remaining Interactive Brokers position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 4 Interactive Brokers shares in Q3 2018.
Lee Financial first reported a position in Interactive Brokers in Q1 2018 and held it in 2 quarters.
Lee Financial's Interactive Brokers position peaked at $5K in Q1 2018.
269 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.